Financial Advisor Magazine Online Continuing Education Center
Please select which CE Exams you would like to take.
If you have any questions concerning the Continuing Education Center,
Sherri Scordo at 732-450-8866 ext 27 or [email protected]
Portfolio Manager Insights
Inside the current issue
by Eric Rasmussen
Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
Adding new clients must be a responsibility of professionals in a firm.
Sometimes, the relationship has run its course or your work is done.